Markets Down, Managed Futures Up
Actionable Market Insights from Tuttle Ventures
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US stocks plummeted in their worst day since June 11, 2020 after key August inflation data ticked upward, surprising most investors.
The Dow was down 1276 points, or 3.9%.
The S&P 500 fell 4.3%.
The Nasdaq Composite tumbled 5.2%.
The silver lining is that the top holdings in the Fundamental Value Portfolio were up on the day.
Diversification is not what it used to be. Accelerated events to the downside are not unique. Current events have shown that investors might need to take a unique approach to gain real diversification in extreme events.
At Tuttle Ventures, we are not afraid to stand out from the crowd.
If you’d like to see the latest model portfolio holdings, along with disclosures, you can view them on our website here.
We will continue to monitor signals from the Adjusted National Financial Conditions Index (ANFCI) and ECRI US Weekly Leading Index to help guide portfolio positions.
You can read more about our methodology in our newsletter from back in July when we last made changes.
Advisors can now buy in on Schwab
In other big news, Advisors who custodian at Charles Schwab will now be able to invest in strategies and model portfolios I design for other Advisors.
All Advisors interested in learning more about my portfolio consulting services or how to invest in the separately managed accounts should contact Maximillian Morgan here.
Although adding managed futures to a portfolio may provide diversification, managed futures are not a perfect hedging mechanism; there is no guarantee that managed futures will appreciate during periods of inflation or stock and bond market declines.
To the extent that an investment advisor misjudges current market conditions, managed futures can be a volatile investment strategy. Volatility may be amplified by the use of derivatives, and the trending nature of managed futures is designed to follow significant price movements.
Managed futures employ leverage; they are speculative investments that are subject to a significant amount of market risk and they are not appropriate for all investors.
Thank you for reading and I am grateful and humbled to be able to learn, grow and invest alongside you at Tuttle Ventures. Vision, Courage and Patience leads to successful investing.
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Check out the website or some other work here.
Best,
Darin Tuttle, CFA
NOTE - This is not investment advice. Do your own due diligence. I make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information contained in this report. Any assumptions, opinions and estimates expressed in this report constitute my judgment as of the date thereof and is subject to change without notice. Any projections contained in the report are based on a number of assumptions as to market conditions. There is no guarantee that projected outcomes will be achieved. Unless there is a signed Investment Management or Financial Planning Agreement by both parties, Tuttle Ventures is not acting as your financial advisor or in any fiduciary capacity.